| Curi Capital | 1 | $0 | 0.00% | +1 | New |
| USA Financial Portformulas Corp | 6 | $1.00K | 0.00% | −56−90.3% | Reduced |
| TFC Financial Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $1.00K | 0.00% | – | New |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +3 | New |
| FinTrust Capital Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Beaird Harris Wealth Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| McDonald Partners LLC | 10 | $1.78K | 0.00% | +10 | New |
| Absolute Capital Management, LLC | 10 | $1.78K | 0.00% | +10 | New |
| Tradewinds Capital Management, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 14 | $2.00K | 0.00% | +11+366.7% | Added |
| Surevest, LLC | 11 | $2.00K | 0.00% | +11 | New |
| Roble, Belko & Company, Inc | 13 | $2.00K | 0.00% | +13 | New |
| Howe & Rusling Inc | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 17 | $3.00K | 0.00% | +17 | New |
| Core Alternative Capital | 18 | $3.00K | 0.00% | +18 | New |
| Sierra Capital LLC | 15 | $3.00K | 0.00% | +15 | New |
| Atlas Capital Advisors LLC | 20 | $3.54K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 20 | $4.00K | 0.00% | +20 | New |
| Cornerstone Management, Inc. | 28 | $4.95K | 0.00% | +28 | New |
| Arlington Partners LLC | 26 | $5.00K | 0.00% | −244−90.4% | Reduced |
| Trustcore Financial Services, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 32 | $6.00K | 0.00% | −36−52.9% | Reduced |
| JJJ Advisors Inc. | 35 | $6.00K | 0.00% | −7−16.7% | Reduced |
| Econ Financial Services Corp | 34 | $6.00K | 0.00% | +34 | New |
| Country Trust Bank | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 37 | $7.00K | 0.00% | +1+2.8% | Added |
| FourThought Financial, LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 47 | $8.00K | 0.00% | −59,696−99.9% | Reduced |
| Cedar Mountain Advisors, LLC | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 46 | $8.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 47 | $8.00K | 0.00% | +47 | New |
| Northwest Investment Counselors, LLC | 45 | $8.00K | 0.00% | +45 | New |
| KB Financial Partners, LLC | 44 | $8.00K | 0.00% | +44 | New |
| Johnson Financial Group, Inc. | 50 | $9.00K | 0.00% | +50 | New |
| First Personal Financial Services | 50 | $9.00K | 0.00% | +50 | New |
| Horan Securities, Inc. | 50 | $9.00K | 0.01% | +50 | New |
| Future Financial Wealth Managment LLC | 50 | $9.00K | 0.01% | +50 | New |
| Confluence Wealth Services, Inc. | 51 | $9.00K | 0.00% | +51 | New |
| Bell Investment Advisors, Inc | 61 | $11.0K | 0.00% | −51−45.5% | Reduced |
| Baldwin Brothers Inc | 70 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 68 | $12.0K | 0.00% | +68 | New |
| Clean Yield Group | 70 | $12.0K | 0.00% | +70 | New |
| Wagner Wealth Management, LLC | 67 | $12.0K | 0.01% | +67 | New |
| Anchor Investment Management, LLC | 69 | $12.2K | 0.00% | +25+56.8% | Added |
| Truvestments Capital LLC | 74 | $13.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 74 | $13.0K | 0.00% | +2+2.8% | Added |
| Delos Wealth Advisors, LLC | 76 | $13.0K | 0.01% | +76 | New |
| Hudock, Inc. | 82 | $14.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 79 | $14.0K | 0.01% | +9+12.9% | Added |
| Amplius Wealth Advisors, LLC | 86 | $15.0K | 0.00% | +86 | New |
| Newton One Investments LLC | 92 | $16.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 101 | $17.0K | 0.00% | +101 | New |
| TSFG, LLC | 104 | $18.0K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 102 | $18.0K | 0.00% | +102 | New |
| Ossiam | 106 | $19.0K | 0.00% | −343−76.4% | Reduced |
| Duncker Streett & Co Inc | 116 | $20.0K | 0.00% | +1+0.9% | Added |
| Monetary Management Group Inc | 112 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 119 | $21.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 116 | $21.0K | 0.02% | +35+43.2% | Added |
| Creative Financial Designs Inc | 136 | $24.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 138 | $24.0K | 0.01% | +10+7.8% | Added |
| Larson Financial Group LLC | 137 | $24.0K | 0.00% | +137 | New |
| McClarren Financial Advisors, Inc. | 137 | $25.0K | 0.02% | +1+0.7% | Added |
| Baystate Wealth Management LLC | 141 | $25.0K | 0.00% | +18+14.6% | Added |
| Tyler-Stone Wealth Management | 142 | $25.0K | 0.01% | +142 | New |
| Delta Asset Management LLC | 148 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 148 | $26.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 155 | $27.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 150 | $27.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 151 | $27.0K | 0.02% | +151 | New |
| Valley National Advisers Inc | 158 | $28.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 160 | $28.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 176 | $31.0K | 0.01% | −31−15.0% | Reduced |
| Private Ocean, LLC | 175 | $31.0K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 177 | $31.0K | 0.01% | +177 | New |
| Ten Capital Wealth Advisors, LLC | 180 | $32.0K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 179 | $32.0K | 0.00% | +179 | New |
| EverSource Wealth Advisors, LLC | 183 | $32.0K | 0.01% | +183 | New |
| Covestor Ltd | 179 | $32.0K | 0.04% | +179 | New |
| TAP Consulting, LLC | 184 | $33.0K | 0.01% | +184 | New |
| CVA Family Office, LLC | 190 | $34.0K | 0.01% | +190 | New |
| Horrell Capital Management, Inc. | 200 | $35.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 200 | $35.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 201 | $36.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 209 | $37.0K | 0.01% | 00.0% | Unchanged |